SW
MCD icon

SkyOak Wealth’s McDonald's MCD Stock Holding History

SkyOak Wealth’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07M Sell
6,647
-11
-0.2% -$3.5K 0.38% 63
2025
Q4 		$2.03M Sell
6,658
-68
-1% -$20.8K 0.37% 62
2025
Q3 		$2.04M Sell
6,726
-37
-0.5% -$11.3K 0.39% 59
2025
Q2 		$1.98M Buy
6,763
+35
+0.5% +$10.8K 0.4% 59
2025
Q1 		$2.1M Buy
6,728
+56
+0.8% +$16.8K 0.46% 55
2024
Q4 		$1.93M Sell
6,672
-8
-0.1% -$2.39K 0.41% 60
2024
Q3 		$2.03M Sell
6,680
-70
-1% -$19.3K 0.45% 59
2024
Q2 		$1.72M Buy
6,750
+177
+3% +$47K 0.4% 60
2024
Q1 		$1.85M Sell
6,573
-82
-1% -$23.8K 0.44% 56
2023
Q4 		$1.97M Sell
6,655
-129
-2% -$35.1K 0.51% 51
2023
Q3 		$1.79M Sell
6,784
-81
-1% -$23.1K 0.52% 50
2023
Q2 		$2.05M Buy
6,865
+73
+1% +$21.2K 0.58% 46
2023
Q1 		$1.9M Buy
6,792
+15
+0.2% +$4.02K 0.58% 46
2022
Q4 		$1.79M Buy
6,777
+100
+1% +$26.4K 0.6% 46
2022
Q3 		$1.54M Buy
6,677
+2
+0% +$511 0.55% 51
2022
Q2 		$1.65M Sell
6,675
-49
-0.7% -$12.1K 0.56% 50
2022
Q1 		$1.66M Sell
6,724
-10
-0.1% -$2.49K 0.46% 59
2021
Q4 		$1.8M Hold
6,734
– – 0.46% 59
2021
Q3 		$1.62M Buy
6,734
+1
+0% +$239 0.44% 64
2021
Q2 		$1.55M Hold
6,733
– – 0.42% 63
2021
Q1 		$1.56M Sell
6,733
-100
-1% -$21.4K 0.44% 61
2020
Q4 		$1.47M Buy
6,833
+196
+3% +$42.6K 0.46% 65
2020
Q3 		$1.46M Sell
6,637
-83
-1% -$17K 0.52% 62
2020
Q2 		$1.24M Buy
6,720
+90
+1% +$16.5K 0.46% 56
2020
Q1 		$1.1M Buy
6,630
+205
+3% +$40.4K 0.56% 45
2019
Q4 		$1.27M Buy
+6,425
New +$1.27M 0.39% 62

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

SkyOak Wealth's MCD Position: Q1 2026 in Review

SkyOak Wealth reduced its McDonald's (MCD) stake by 0.17% in Q1 2026, selling an estimated $3.5K and leaving 6,647 shares worth $2.07M. The position accounts for 0.38% of the portfolio, ranked #63.

SkyOak Wealth first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.1M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • SkyOak Wealth held 6,647 shares of McDonald's worth $2.07M as of Q1 2026.
  • SkyOak Wealth sold 11 McDonald's shares in Q1 2026, an estimated $3.5K.
  • McDonald's made up 0.38% of SkyOak Wealth's portfolio in Q1 2026, its #63 holding.
  • SkyOak Wealth first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's McDonald's position peaked at $2.1M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.